Forward Invest Armillary Sphere — Permanent Capital Holding for B2B Software
INVESTORS AND OPERATORS

Investors who operate.

Forward Invest provides capital and operational support to founder-led technology companies, and acquires small and mid-sized businesses in software, AI and cybersecurity, serving defence, energy and industry. We have built, run and sold technology companies ourselves.

WHAT WE DO

Capital, plus the people
who have done it.

Most small software companies in Italy are too small for private equity and never fitted venture capital. They are profitable, they matter to their customers, and their founders are on their own. That is where we work.

Forward Invest We Invest — Capital and operational support for founder-led software companies

We invest

We provide capital and operational support to founder-led technology companies. Tickets up to €100K, a minority stake, and a team that has run companies like yours working alongside you.

We acquire

We buy small and mid-sized businesses in software, AI and cybersecurity, serving defence, energy and industry, in full or step by step. Founders can stay, step back over time, or hand over. The brand, the team and the customers stay.

Forward Invest We Acquire — Buying and holding B2B software, AI and cybersecurity companies

We operate

Behind every service sits one operating team working across every company in the group: finance, technology, AI and go-to-market. Each company keeps its own identity and gains capabilities it could not afford alone.

WHO WE ARE

Investors who have built, run and
sold technology companies.

€100M+

in exits across the team

120 GW

of renewable energy monitored by BaxEnergy, founded by Simone Massaro

Forward Invest was started by Simone Massaro, a software engineer who founded BaxEnergy and grew it into a global leader in renewable energy software before its sale to Yokogawa. Around him sit finance executives from General Electric, AI and industrial control engineers, and an advisory board drawn from audit, the Italian Navy, the Italian Air Force and NATO.

Across the team: €100M+ in exits and multi-billion-dollar deal closures. We are based in Rome.

What we look for

Small, profitable,
and hard to replace.

Six things we check on the first call. If they fit, the rest usually follows.

Founder-led

You founded a software, AI or cybersecurity company, and you still lead it.

01

Profitable

€500K or more in revenue, and the business makes money.

02

Critical to customers

They renew because the product is part of how they work.

03

Built to build on

The technology is modern enough to grow.

04

Europe, Italy first

We start at home and go where the right companies are.

05

Open to a partner

You want more than a cheque: people who have run a company like yours.

06
How we work

What we stand for.

Six principles. We write them down so we cannot drift from them.

Forward Invest Principle: Operators first — Run by technology founders
01.

Operators first

We ran software companies before we invested in them.

Forward Invest Principle: Clarity — Defined steps and written offers
02.

Clarity

Defined steps, written offers. You always know where you stand.

Forward Invest Principle: Speed — Direct decision-makers from the first meeting
03.

Speed

Decision-makers sit at the table from the first meeting.

Forward Invest Principle: Flexibility — Full acquisition, gradual buyout, or minority partnership
04.

Flexibility

Full sale, gradual transition or minority stake. The structure follows your goals.

Forward Invest Principle: Discipline — Profitable unit economics and sustainable software growth
05.

Discipline

Profitable growth and sound unit economics. We focus on fundamentals that last.

Forward Invest Principle: Continuity — Preserving team, brand identity, and customer trust
06.

Continuity

Team, brand and customers stay at the centre of the company.